Purchases and Sales Made in Q1 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-6- 0.29% |
$955 - $1.19K
|
2.08K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 16.67% |
$1.11K - $1.38K
|
35
$8.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7- 0.39% |
$1.11K - $1.38K
|
1.78K
$443K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7- 0.41% |
$1.11K - $1.38K
|
1.68K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-7- 1.59% |
$1.11K - $1.38K
|
432
$107K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-8- 0.32% |
$1.27K - $1.58K
|
2.47K
$615K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8- 0.27% |
$1.27K - $1.58K
|
2.95K
$734K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.09% |
$1.27K - $1.58K
|
8.99K
$2.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.5% |
$1.43K - $1.78K
|
1.79K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9- 0.66% |
$1.43K - $1.78K
|
1.35K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$1.43K - $1.78K
|
6.7K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-9- 0.11% |
$1.43K - $1.78K
|
8.04K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-9- 0.6% |
$1.43K - $1.78K
|
1.49K
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$1.59K - $1.98K
|
4.57K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.59K - $1.98K
|
5.84K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-10- 0.81% |
$1.59K - $1.98K
|
1.23K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-10- 0.76% |
$1.59K - $1.98K
|
1.3K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.4% |
$1.59K - $1.98K
|
2.5K
$621K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 0.06% |
$1.59K - $1.98K
|
16.4K
$4.08M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10- 0.79% |
$1.59K - $1.98K
|
1.25K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-11- 0.3% |
$1.75K - $2.18K
|
3.67K
$913K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11- 0.08% |
$1.75K - $2.18K
|
13.9K
$3.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.15% |
$1.75K - $2.18K
|
7.31K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-11- 0.68% |
$1.75K - $2.18K
|
1.6K
$398K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 1.16% |
$1.75K - $2.18K
|
935
$232K
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-12- 0.71% |
$1.91K - $2.37K
|
1.68K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.71% |
$1.91K - $2.37K
|
1.68K
$417K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-13- 0.63% |
$2.07K - $2.57K
|
2.06K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13- 0.12% |
$2.07K - $2.57K
|
10.4K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.23% |
$2.07K - $2.57K
|
5.74K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-14- 0.64% |
$2.23K - $2.77K
|
2.19K
$544K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-14- 0.13% |
$2.23K - $2.77K
|
10.6K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-15- 0.24% |
$2.39K - $2.97K
|
6.31K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.62% |
$2.39K - $2.97K
|
2.41K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-15- 0.2% |
$2.39K - $2.97K
|
7.4K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.26% |
$2.55K - $3.16K
|
6.19K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-16- 1.17% |
$2.55K - $3.16K
|
1.36K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-17- 0.57% |
$2.71K - $3.36K
|
2.98K
$740K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-18- 0.18% |
$2.86K - $3.56K
|
9.96K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-18- 1.13% |
$2.86K - $3.56K
|
1.58K
$393K
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-18- 0.99% |
$2.86K - $3.56K
|
1.8K
$449K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.95% |
$3.02K - $3.76K
|
1.99K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-19- 0.35% |
$3.02K - $3.76K
|
5.38K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-21- 1.3% |
$3.34K - $4.15K
|
1.59K
$396K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-22- 0.41% |
$3.5K - $4.35K
|
5.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-22- 13.58% |
$3.5K - $4.35K
|
140
$34.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-23- 1.49% |
$3.66K - $4.55K
|
1.52K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 1.53% |
$3.98K - $4.94K
|
1.61K
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.15% |
$3.98K - $4.94K
|
17K
$4.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.39% |
$3.98K - $4.94K
|
6.31K
$1.57M
|